Top 331 Sr. client service associate/ sr. client service manager Jobs in Walnut Creek, Ca

Sr. Client Service Associate/ Sr. Client Service Manager
Wealth Enhancement Group —Walnut Creek, CA
- $51,450 - $126,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Director of Project Management (Commercial Construction)
Ironwood Commercial Builders, Inc. —Concord, CA
- $165,000 - $220,000 a year
- Full-time
- Construction site
- English
- Office
- Profit sharing
- Paid holidays
Quick Apply
Manager or Senior Manager - Renewable Energy Credits (AMCS)
KPMG —San Francisco, CA
- $105,640 - $223,100 a year
- Full-time
- CPA
- Master's degree
- Bachelor's degree
- Disability insurance
- Health insurance
Expert Senior Manager, AI Engineering
Bain & Co. —San Francisco, CA
- $258,000 - $293,500 a year
- Full-time
- System design
- Office
- Continuous improvement
- Wellness program
- Paid holidays
Quick Apply
Office Manager
CBEM LLC —Lafayette, CA
- $36.06 an hour
- Full-time
- Google Workspace
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior IT Internal Auditor
Okta —San Francisco, CA
- $117,000 - $160,600 a year
- Hybrid work
- Computer Science
- Office
- SQL
Quick Apply
Senior Tax Manager - California Resident
Robert Lee & Associates, LLP —California
- $150,000 - $195,000 a year
- Full-time
- Remote
- CPA
- Customer service
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
Technical Director - Accounting Advisory Services
KPMG —San Francisco, CA
- $195,415 - $370,530 a year
- Full-time
- Management
- CPA
- Office
- Disability insurance
- Health insurance
12d
Showroom Sales Representative - Interior Glass Doors, Walls & Partitions_SF
Just Sales Jobs —San Francisco, CA
- $54,000 - $58,000 a year
- Full-time
- Microsoft Word
- No experience needed
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Manager, SAP FICO - Transfer Pricing
KPMG —San Francisco, CA
- $145,350 - $253,230 a year
- Full-time
- 7 years
- System design
- Finance
- Disability insurance
- Health insurance
14d
Sr. Project Accountant
Beacon Hill Staffing Group —Emeryville, CA
- $105,000 - $120,000 a year
- Full-time
- Oracle
- 5 years
- Finance
- Dental insurance
- Vision insurance
Quick Apply
3d
Sales Associate at Club Pilates
Club Pilates NoPa —San Francisco, CA
- From $19.61 an hour
- Temporary
- Sales
- Customer service
- Computer literacy
- Employee discount
- Flexible schedule
Quick Apply
Supervisor, Operations
24 Hour Home Care - Corporate Division —Concord, CA
- $71,000 - $85,000 a year
- Hybrid work
- Spanish
- Mid-level
- Office
Quick Apply
Executive Assistant
NorCal - Major League Volleyball —San Ramon, CA
- $62,000 - $72,000 a year
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Senior Client Service Associate
Stifel —San Francisco, CA
- $80,000 - $111,000 a year
- Full-time
- Microsoft Outlook
- Office
- 3 years
- Dental insurance
- 401(k)
Operations Manager, CRS
University of California San Francisco —San Francisco, CA
- Full-time
- Customer service
- Office
- Ob/Gyn
Sr Investment Associate
Northern Trust Corp. —San Francisco, CA
- $85,330 - $145,130 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Marketing Strategy & Operations Consultant (Associate Manager)
Sia Experience —San Francisco, CA
- $140,000 - $147,000 a year
- Full-time
- Office
- Master's degree
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Lead, Travel Operations
Ross Stores —Dublin, CA
- $70,310 - $101,400 a year
- Hybrid work
- Inventory management
- 5 years
- Research
Udacity LearnVantage Mid-Market Account Success Management Associate Manager
Accenture —Walnut Creek, CA
- $68,300 - $126,100 a year
- Full-time
- Remote
- 5 years
- Presentation skills
- US work authorization
- Paid holidays
- Disability insurance

I want to receive the latest job alert for sr. client service associate/ sr. client service manager in walnut creek, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

sr. client service associate/ sr. client service manager jobs near walnut creek, ca

Senior Internal Auditor jobs in San Francisco, CA

Investment Associate jobs in San Francisco, CA

Operations Supervisor jobs in Concord, CA

Executive Assistant jobs in San Ramon, CA

Operations Manager jobs in San Francisco, CA

Director Of Accounting jobs in San Francisco, CA

Sales Representative jobs in San Francisco, CA

Accounting Manager jobs in San Francisco, CA

Senior Engineer jobs in San Francisco, CA

Senior Tax Manager jobs in California

Sales Associate jobs in San Francisco, CA

Part Time Senior jobs in Greenville, SC

Senior Internal Auditor jobs in Tarrant County, TX

Senior Internal Auditor jobs in Remote

Senior Internal Auditor jobs in Washington, DC

Senior Internal Auditor jobs in Durham, NC

Senior Communication jobs in Washington, DC

Safety Manager jobs in Baltimore, MD

Entry Level Office jobs in Ohio

Security Manager jobs in North Carolina

Sr. Client Service Associate/ Sr. Client Service Manager

Wealth Enhancement Group -
Walnut Creek, CA

Apply Now

Job Details

Full-time
$51,450 - $126,000 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

Vendor relationship building
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Walnut Creek, CA office is looking for an Sr. Client Service Associate/ Sr. Client Service Manager to join the Team. In this role you will serve as a liaison between the client and the Financial Advisor Teams. You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.

In the spirit of pay transparency, we would like to share the base salary range for the Sr. Client Service Associate position is $80,000.00 to $90,000.00, exclusive of bonuses and benefits. For the Sr. Client Service Associate Manager position the base salary range is $100,000.00 to $120,000.00. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

New Client Onboarding

Ensures accurate completion of prospect / new client paperwork/set up
Follow up on funds transfer from surrendering company
Maintains (CRM) database and client files (Filing, copies, data input)
Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets to the appropriate blotting tool

Client Relationship Management

Dialogues with client to understand their personal history and current financial needs.
Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing
May work with client’s tax or legal counsel on client concerns

Client Review Prep and Follow Up

Gather client data and may prepare the materials for client meetings and reviews
Conducts Tax Research (1099s)
Completes any review follow up needs for client

Industry / Product / Company Knowledge

Demonstrates knowledge and can accurately execute against WEG’s Suitability Guidelines, operational processes and sales model
Understands financial terminology and products
Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
Attends Client Services and company educational events
May attend vendor presentations

Team and Corporate Support

Assists Advisor Team Operations to streamline processes
Completes operational projects to support enhancements and changes
Communicates process and sales updates to team
Mentors and trains CSAs
Manages vendors to Service Level Agreements

Education/Skill Requirements

Sr. Client Service Associate

Bachelor’s degree in business, Finance, Economics, or related field preferred but not required or equivalent as demonstrated through experience, training, military experience or other education considered.
3–5 years of industry experience.

Skills & Competencies

Ability and interest in learning financial concepts and products.
Strong organizational skills: able to work with deadlines and prioritize under pressure.
Team-oriented with willingness to learn sales models, products, procedures, and processes.
Excellent attention to detail and accuracy.
Strong problem-solving skills.
Superior verbal and written communication skills.
Proficiency in Microsoft Office Suite or similar software.
Familiarity with Salesforce and Support Org functionality.
Experience with Workday preferred.

Sr. Client Service Manager

Includes all requirements above, plus:

7+ years of industry experience.
FINRA Series 7 and 66 (or 63 and 65) licenses required.

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Associate level is $51,450.00 to $84,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. In addition, the entire salary grad for those who are classified as a Sr. Client Service Manager level is $57,750.00 to $126,000.00, again the base salary rand bolded above is what we expect to pay as a starting range for this position.

#LI-NR1

#LI-Hybrid

IND123

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply Now

Refine Your Search

sr. client service associate/ sr. client service manager jobs in walnut creek, ca

Sr. Client Service Associate/ Sr. Client Service Manager

Director of Project Management (Commercial Construction)

Manager or Senior Manager - Renewable Energy Credits (AMCS)

Expert Senior Manager, AI Engineering

Office Manager

Senior IT Internal Auditor

Senior Tax Manager - California Resident

Technical Director - Accounting Advisory Services

Showroom Sales Representative - Interior Glass Doors, Walls & Partitions_SF

Manager, SAP FICO - Transfer Pricing

Sr. Project Accountant

Sales Associate at Club Pilates

Supervisor, Operations

Executive Assistant

Senior Client Service Associate

Operations Manager, CRS

Sr Investment Associate

Marketing Strategy & Operations Consultant (Associate Manager)

Lead, Travel Operations

Udacity LearnVantage Mid-Market Account Success Management Associate Manager

I want to receive the latest job alert for sr. client service associate/ sr. client service manager in walnut creek, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected